Saurav's day · 25 April
5 sessions scheduled · 2 reports awaiting site-visit follow-up · 14 upcoming this week
Today's Sessions
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Your pipeline won't move on its own. 🚀
Open My Work and clear your next actions — every report sent and visit booked is a step closer to your next win.
Zoho —
● No scheduled session
Prep Phase
Pick a lead from Today or search by name / mobile / Zoho ID.
What you need to know
Read-only summary of everything captured before this session — Genie chat · AI voice call · Engage calls · briefing · demographics · matched projects.
Requirements · captured by Engage
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Fetching requirement data
Captured so far · in sequence
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Notes
Live session · Vivek Reddy
Lead Profile
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Requirement
- Config
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- Budget
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- Location
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projects matching
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/session/finalize moved to /post-call. Loading the new screen now.
Zoho —
● Call ended
Post-call Phase
Wrap up the call · refine what you learned · pick the next step · hand off to Connect.
Session recap
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Call duration
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Shortlist
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Matched
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Req sets
How interested are they?
Your read from the call.
Update what you learned
Refine demographics with anything the customer told you. Each field saves as you change it.
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Final expert note for the lead
Captured with the handoff to Connect.
Zoho —
● Awaiting Connect handoff
Handed off to Connect
Slack alert fired — Connect will register the lead with each builder and send the share-link. This page auto-refreshes.
Connect handoff status
Awaiting Connect…
✓ Shortlist written to
client_Requirements.shortlisted_properties✓ Slack alert fired via n8n to Connect ops
◯ Awaiting: builder registration + share-link generation by Connect
◯ Awaiting: WhatsApp / email delivery to customer
This page auto-refreshes every 30 seconds while waiting.
Shortlist submitted
In Connect's queue
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Team Analytics
Scheduled → attended → site visits → closures
Site visit trips
Logged from the mobile app — stops, photos, and post-visit survey
Call QA
Audit a random sample of recorded expert calls · score & coach
Sample
from the last
Team Today
Each member's day · gaps flagged
My Performance
Last 30 days · synced from your sessions
My Work
Your leads · organised by next action
Upcoming sessions
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Past sessions
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Explore matches
Try a requirement set and see matching properties. Save to a lead if it looks good — cancel discards.
Property type
Configuration (BHK)
Budget range
to
Sqft min
Sqft max
Locations (pick one or more — nearby cluster suggested automatically)
Possession
Community type
Property purpose
Save to which lead?
Only leads owned by you appear here. Type 2+ characters.
Activity log
Lead status changes, notes added, calls logged — newest first
Knowledge base
The team playbook — published entries also ground the AI client briefs
All leads
Search and browse every lead in the pipeline
Deal Closures
All closed deals · commission tracker
→
Demand Insights
What buyers want · aggregated from all requirements & profiles
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Feature guide
How to use Relai Expert
Lead status guide
Every status, its stage, who owns it, and when to use it. Shared with Engage so both teams stay in sync.
Calendar
Eagle-eye view of every scheduled session
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Reports
Right Home Reports
Resend a report — find a lead by name or phone
Awaiting site visit
Leads with session held · site visit not yet confirmed
Site Visits
Your scheduled and completed site visits
Escalations
Leads flagged for a manager to reach out
Compare shortlist
Reschedule expert call
Schedule Site Visit
Projects library
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Popular
All areas
Builders
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Status
Rating
Projects
Area analytics
Hyderabad micro-market · project counts & price data from RELAI database
Pipeline
All leads from your sessions · synced from Zoho CRM
Reached
in the last
Lead Status Configuration
Manage status labels per pipeline segment
Segment Transition Rules
When a lead is in a given segment, which segments appear in the status dropdown? Disqualified always shows regardless.